OFC FINANCIAL PLANNING, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, OFC FINANCIAL PLANNING, LLC held in its portfolio 57 assets valued at $105,337,177 (i.e. $105.34M).
The most valuable assets in the portfolio included: APPLE INC ($22.36M), VANGUARD INDEX FDS ($15.87M), and ISHARES TR ($6.32M).
The chart below shows the top 10 valuable assets, and the table below shows the top 57 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
OFC FINANCIAL PLANNING, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 82244 | 22358892 | COM |
| VANGUARD INDEX FDS | 25309 | 15872059 | S&P 500 ETF SHS |
| ISHARES TR | 9233 | 6324051 | CORE S&P500 ETF |
| PACER FDS TR | 78056 | 4338352 | TRENDP US LAR CP |
| SPDR S&P 500 ETF TR | 5792 | 3959599 | TR UNIT |
| ISHARES TR | 62352 | 3153764 | ULTRA SHORT DUR |
| ISHARES GOLD TR | 34132 | 2770494 | ISHARES NEW |
| VANGUARD STAR FDS | 32568 | 2456961 | VG TL INTL STK F |
| SPDR GOLD TR | 5294 | 2098065 | GOLD SHS |
| VANGUARD INDEX FDS | 6940 | 2014233 | MID CAP ETF |
| PACER FDS TR | 31609 | 1901914 | US CASH COWS 100 |
| VANGUARD INDEX FDS | 8888 | 1882390 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 6759 | 1743493 | SMALL CP ETF |
| MICROSOFT CORP | 3334 | 1612389 | COM |
| ISHARES TR | 31674 | 1605872 | 0-5YR INVT GR CP |
| FIRST TR EXCHANGE-TRADED FD | 32543 | 1599482 | FT VEST S&P 500 |
| VANGUARD INTL EQUITY INDEX F | 29291 | 1574661 | FTSE EMR MKT ETF |
| VANGUARD TAX-MANAGED FDS | 22959 | 1434249 | VAN FTSE DEV MKT |
| ISHARES TR | 10598 | 1306309 | S&P 500 GRWT ETF |
| ISHARES TR | 3439 | 1284260 | RUS 1000 ETF |
| PACER FDS TR | 35217 | 1239991 | US LRG CP CASH |
| INNOVATOR ETFS TRUST | 33566 | 1229690 | LADDERED ALC BFR |
| NUCOR CORP | 7526 | 1227542 | COM |
| INNOVATOR ETFS TRUST | 31892 | 1184124 | BUFFER STEP UP S |
| INNOVATOR ETFS TRUST | 23394 | 1166425 | LADERD ALCTN PWR |
| INNOVATOR ETFS TRUST | 30607 | 1081912 | POWER BUFFER SET |
| ISHARES TR | 10549 | 1015552 | RUS MID CAP ETF |
| QUANTA SVCS INC | 2405 | 1015054 | COM |
| CITIGROUP INC | 8632 | 1007268 | COM NEW |
| VANGUARD INDEX FDS | 5144 | 982513 | VALUE ETF |
| CATERPILLAR INC | 1695 | 971015 | COM |
| ISHARES TR | 3443 | 847529 | RUSSELL 2000 ETF |
| VISTRA CORP | 5150 | 830850 | COM |
| NVIDIA CORPORATION | 4208 | 784792 | COM |
| ALPHABET INC | 2500 | 784500 | CAP STK CL C |
| VANGUARD INDEX FDS | 2317 | 776821 | TOTAL STK MKT |
| ISHARES TR | 5145 | 765027 | CORE S&P TTL STK |
| ISHARES TR | 6511 | 717461 | IBOXX INV CP ETF |
| VANGUARD ADMIRAL FDS INC | 6310 | 637373 | MIDCP 400 VAL |
| PACER FDS TR | 32519 | 630869 | TRENDPILOT US BD |
| ALPHABET INC | 1760 | 550880 | CAP STK CL A |
| ISHARES TR | 5517 | 529798 | MSCI EAFE ETF |
| MCDONALDS CORP | 1620 | 495121 | COM |
| HOME DEPOT INC | 1303 | 448362 | COM |
| PALANTIR TECHNOLOGIES INC | 2105 | 374164 | CL A |
| AMAZON COM INC | 1540 | 355463 | COM |
| TEXAS INSTRS INC | 1805 | 313149 | COM |
| PACER FDS TR | 6314 | 280152 | US SMALL CAP CAS |
| INTERNATIONAL BUSINESS MACHS | 857 | 253852 | COM |
| JPMORGAN CHASE & CO. | 777 | 250365 | COM |
| ADOBE INC | 713 | 249543 | COM |
| VANGUARD WORLD FD | 1816 | 219663 | ESG US STK ETF |
| SPDR SERIES TRUST | 2248 | 218528 | STATE STREET SPD |
| ISHARES TR | 1840 | 202234 | TIPS BD ETF |
| SPROTT ASSET MANAGEMENT LP | 6084 | 200894 | PHYSICAL GOLD TR |
| TORTOISE CAPITAL SERIES TRUS | 22136 | 200109 | ENERGY FD |
| SPDR S&P 500 ETF TR | 20 | 7103 | PUT |
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